<p>冷凍食品巨頭康尼格拉品牌公司正在通過本月推出數十種新冷凍食品，試圖吸引注重預算的消費者選擇方便且更健康的選項。</p>
<p>這些冷凍食品包括單人份和多人份餐、蔬菜配菜，以及無麩質和植物基餐品，預計將在 6 月到達商店和電子商務平台，因為該公司試圖扭轉報告和有機淨銷售額連續下降的局面。在截至 2 月的第三財季，淨銷售額同比下降了 6.3%，而有機淨銷售額下降了 5.2%。</p>
<p>該公司對其產品充滿信心，在 4 月時宣稱其 “冷凍產品非常適合希望節省開支並享受美味餐點的消費者。” 然而，吸引這些消費者仍然面臨挑戰。</p>
<p>行業分析師告訴 FOX 商業頻道，康尼格拉正在應對一個困難的市場環境，因為越來越多的美國人因經濟擔憂而選擇在家做飯。同時，快速服務餐廳——同樣吸引尋求便利的消費者——正在積極推廣優惠，以提升店內客流量。</p>
<p><strong>越來越多的美國人因經濟擔憂轉向家庭烹飪</strong></p>
<p>根據美國銀行證券食品和飲料分析師彼得·加爾博的説法，這兩者都給希望消費者在冷凍餐上花錢的公司帶來了挑戰，儘管冷凍餐方便，但並不總是比新鮮食材或當地快速服務餐廳的優惠便宜。</p>
<p><img src="https://imageproxy.pbkrs.com/https://a57.foxnews.com/static.foxbusiness.com/foxbusiness.com/content/uploads/2025/06/931/523/frozen-meals-3.jpg/query-dGw9MSZ2ZT0x?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://a57.foxnews.com/static.foxbusiness.com/foxbusiness.com/content/uploads/2025/06/931/523/frozen-meals-3.jpg/query-dGw9MSZ2ZT0x"/></p>
<p>2017 年 9 月 24 日，康尼格拉品牌公司瑪麗·卡倫德的美味冷凍火雞肉餅餐在伊利諾伊州蒂斯基爾瓦拍攝。 (丹尼爾·阿克/彭博社通過蓋蒂圖片社)</p>
<p>加爾博指出，冷凍餐的問題在於其價值已不如以前，他提到包裝食品行業在 2021 年至 2024 年間價格上漲了約 25% 至 30%。</p>
<p>“與在家烹飪相比，它提供了便利，但價格卻是溢價的，” 加爾博説。</p>
<p>在比較每單位卡路里的價格時，從零開始在家制作餐點可能更便宜。不僅製作時會有更多的食物留下，導致剩菜剩飯，而且 “按每卡路里價格計算，可能會更便宜，” 加爾博説。</p>
<p>本月早些時候，隨着經濟擔憂在家庭中蔓延，坎貝爾首席執行官米克·比克海森在公司第三季度財報電話會議上告訴分析師，家庭烹飪的偏好正在上升，“導致自 2020 年初以來在家準備的餐點達到最高水平。”</p>
<p><img src="https://imageproxy.pbkrs.com/https://a57.foxnews.com/static.foxbusiness.com/foxbusiness.com/content/uploads/2024/11/931/523/shopper-grocery-store.jpg/query-dGw9MSZ2ZT0x?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://a57.foxnews.com/static.foxbusiness.com/foxbusiness.com/content/uploads/2024/11/931/523/shopper-grocery-store.jpg/query-dGw9MSZ2ZT0x"/></p>
<p>2024 年 9 月 10 日，一名顧客在加利福尼亞州聖拉斐爾的一家雜貨店購物。 (賈斯廷·沙利文/蓋蒂圖片社)</p>
<p>儘管特朗普總統與主要貿易伙伴之間的談判仍在進行，但市場中仍然存在的不確定性和波動性已經迫使大多數調查受訪者 “探索一系列個人財務行為以保護他們的口袋”，根據諮詢公司麥肯錫在 5 月進行的一項調查，該調查旨在瞭解關税如何影響消費者的擔憂和行為。</p>
<p><strong>隨着消費者在食品成本上掙扎，購買後付款的雜貨使用量幾乎翻倍</strong></p>
<p>與此同時，消費者也同時被關於麥當勞和塔可鍾等快速服務餐廳優惠的廣告淹沒，加爾博説。</p>
<p>“從中獲得的卡路里比冷凍餐要多得多。以相似的價格，甚至可能稍微高一點，你可以獲得更多的卡路里，相對於冷凍餐而言，” 他説，並補充道這就是競爭的環境。</p>
<p>“如果你考慮冷凍餐的競爭對象，那就是家庭食品和快速服務餐廳。因此，消費者的價值主張已不如以前，” 他補充道。</p>
<p><img src="https://imageproxy.pbkrs.com/https://a57.foxnews.com/static.foxbusiness.com/foxbusiness.com/content/uploads/2025/06/931/523/frozen-meals-2.jpg/query-dGw9MSZ2ZT0x?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://a57.foxnews.com/static.foxbusiness.com/foxbusiness.com/content/uploads/2025/06/931/523/frozen-meals-2.jpg/query-dGw9MSZ2ZT0x"/></p>
<p>2023 年 7 月 24 日，伊利諾伊州紹姆堡的一家亞馬遜生鮮雜貨店的冷凍食品過道。 (克里斯托弗·迪爾茨/彭博社通過蓋蒂圖片社)</p>
<p>為了有效競爭，康尼格拉一直試圖通過創新激勵那些 “緊張” 的消費者，並提供 “一些低折扣、高質量的促銷”。</p>
<p>康尼格拉首席執行官肖恩·康諾利在 4 月告訴分析師，該公司多年來一直在觀察到行為的變化，“家庭財務狀況緊張，消費者尋求價值，尋找權衡。”</p>
<p>“所以這種情況一直存在，從一開始就包括更多使用剩菜等情況。因此，這一直伴隨着我們。我們投資以克服一些挑戰，” 他補充道。</p>
<p><strong>點擊這裏獲取 FOX 商業頻道的移動版</strong></p>
<p>CFRA 研究的高級副總裁兼股票分析師阿倫·桑達拉姆表示，康尼格拉最新的產品系列抓住了一些關鍵趨勢，包括對實惠、方便餐點的強烈需求，尤其是在注重預算的消費者中。</p>
<table>
<thead>
<tr>
<th>股票代碼</th>
<th>證券</th>
<th>最新</th>
<th>變動</th>
<th>變動百分比</th>
</tr>
</thead>
<tbody>
<tr>
<td>CAG</td>
<td>康尼格拉品牌公司</td>
<td>21.57</td>
<td>-0.70</td>
<td>-3.14%</td>
</tr>
<tr>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
</tbody>
</table>
<p>桑達拉姆表示，該公司還試圖通過 “針對性地迎合飲食偏好，提供更多無麩質、素食和植物性選項” 來吸引更健康的消費者。在 2024 年，康尼格拉是首批在其健康選擇系列中推出 GLP-1 友好標籤的大型食品公司之一，這在我們看來是一個明智的舉措，因為對抗肥胖藥物如 Ozempic 的需求激增，” 桑達拉姆補充道。</p>
<p>雖然他同意冷凍餐在價格上可能不一定優於家庭烹飪，但他指出其優勢在於它們 “提供了實惠的價值、更長的保質期，並且有助於控制份量和減少浪費。”</p>

康尼格拉

<p>康尼格拉公司正在推出一系列新的冷凍餐，以吸引注重預算的消費者，因其銷售額下降。該公司在第三財季報告了淨銷售額下降 6.3% 和有機銷售額下降 5.2%。分析師指出，冷凍食品市場面臨挑戰，因為越來越多的美國人更喜歡自制餐點，而快餐店提供的價格具有競爭力。康尼格拉旨在創新並提供促銷活動以吸引消費者，因為與新鮮食材和餐廳優惠相比，冷凍餐的價值已經降低</p>

<p>Frozen meal giant Conagra Brands, Inc. is trying to capture budget-conscious shoppers opting for convenient and healthier options by launching dozens of new frozen foods this month.</p>
<div class="lb-trans"><p>冷凍食品巨頭康尼格拉品牌公司正在通過本月推出數十種新冷凍食品，試圖吸引注重預算的消費者選擇方便且更健康的選項。</p>
</div><p>The frozen food meals, including single-serve and multi-serve meals, vegetable side dishes, and gluten-free and plant-based meals, are slated to arrive in stores and e-commerce outlets in June as the company attempts to reverse back-to-back declines in reported and organic net sales. During its third fiscal quarter, the three-month period ending in February, net sales declined 6.3% year-over-year while organic net sales decreased by 5.2%.</p>
<div class="lb-trans"><p>這些冷凍食品包括單人份和多人份餐、蔬菜配菜，以及無麩質和植物基餐品，預計將在 6 月到達商店和電子商務平台，因為該公司試圖扭轉報告和有機淨銷售額連續下降的局面。在截至 2 月的第三財季，淨銷售額同比下降了 6.3%，而有機淨銷售額下降了 5.2%。</p>
</div><p>The company is confident in its offerings, touting in April that its &#34;frozen products are perfect for consumers looking to save money and enjoy a delicious meal.&#34; Still, there is a challenge to capturing those shoppers.</p>
<div class="lb-trans"><p>該公司對其產品充滿信心，在 4 月時宣稱其 “冷凍產品非常適合希望節省開支並享受美味餐點的消費者。” 然而，吸引這些消費者仍然面臨挑戰。</p>
</div><p>Industry analysts told FOX Business that Conagra is navigating a difficult landscape, as more Americans are cooking at home due to economic concerns. Meanwhile, quick-service restaurants — which also appeal to convenience-seeking consumers — are aggressively promoting deals to boost in-store traffic.</p>
<div class="lb-trans"><p>行業分析師告訴 FOX 商業頻道，康尼格拉正在應對一個困難的市場環境，因為越來越多的美國人因經濟擔憂而選擇在家做飯。同時，快速服務餐廳——同樣吸引尋求便利的消費者——正在積極推廣優惠，以提升店內客流量。</p>
</div><p><strong>MORE AMERICANS TURN TO HOME COOKING AS ECONOMIC CONCERNS WEIGH</strong></p>
<div class="lb-trans"><p><strong>越來越多的美國人因經濟擔憂轉向家庭烹飪</strong></p>
</div><p>Both present challenges for a company that wants consumers to spend money on a frozen meal, which may be convenient but is not always cheaper than fresh ingredients, or a deal at a local quick-service restaurant, according to Bank of America Securities food and beverage analyst Peter Galbo.</p>
<div class="lb-trans"><p>根據美國銀行證券食品和飲料分析師彼得·加爾博的説法，這兩者都給希望消費者在冷凍餐上花錢的公司帶來了挑戰，儘管冷凍餐方便，但並不總是比新鮮食材或當地快速服務餐廳的優惠便宜。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://a57.foxnews.com/static.foxbusiness.com/foxbusiness.com/content/uploads/2025/06/931/523/frozen-meals-3.jpg/query-dGw9MSZ2ZT0x" alt="" original-src="https://a57.foxnews.com/static.foxbusiness.com/foxbusiness.com/content/uploads/2025/06/931/523/frozen-meals-3.jpg?ve=1&amp;tl=1"/></p>
<p>A box of ConAgra Brands Inc. Marie Callender's Delights brand frozen turkey meatloaf meal is arranged for a photograph in Tiskilwa, Illinois, on Sunday, Sept. 24, 2017. (Daniel Acker/Bloomberg via Getty Images / Getty Images)</p>
<div class="lb-trans"><p>2017 年 9 月 24 日，康尼格拉品牌公司瑪麗·卡倫德的美味冷凍火雞肉餅餐在伊利諾伊州蒂斯基爾瓦拍攝。 (丹尼爾·阿克/彭博社通過蓋蒂圖片社)</p>
</div><p>The issue with frozen meals is that the value is not the same as it used to be, according to Galbo, who noted that the packaged food industry has raised prices by about 25% to 30% between 2021 and 2024.</p>
<div class="lb-trans"><p>加爾博指出，冷凍餐的問題在於其價值已不如以前，他提到包裝食品行業在 2021 年至 2024 年間價格上漲了約 25% 至 30%。</p>
</div><p>&#34;It provides you with convenience at a premium price relative to cooking at home,&#34; Galbo said.</p>
<div class="lb-trans"><p>“與在家烹飪相比，它提供了便利，但價格卻是溢價的，” 加爾博説。</p>
</div><p>When comparing the price paid for a certain amount of calories, it is likely cheaper to make meals at home from scratch. Not only will there be more food when making it from scratch, resulting in leftovers, but it is &#34;probably going to be cheaper on a price per calorie basis,&#34; according to Galbo.</p>
<div class="lb-trans"><p>在比較每單位卡路里的價格時，從零開始在家制作餐點可能更便宜。不僅製作時會有更多的食物留下，導致剩菜剩飯，而且 “按每卡路里價格計算，可能會更便宜，” 加爾博説。</p>
</div><p>Earlier this month, as concerns about the economy proliferated throughout households, Campbell's CEO Mick Beekhuizen told analysts during the company's third quarter earnings call that there has been a growing preference for home-cooked meals, &#34;leading to the highest levels of meals prepared at home since early 2020.&#34;</p>
<div class="lb-trans"><p>本月早些時候，隨着經濟擔憂在家庭中蔓延，坎貝爾首席執行官米克·比克海森在公司第三季度財報電話會議上告訴分析師，家庭烹飪的偏好正在上升，“導致自 2020 年初以來在家準備的餐點達到最高水平。”</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://a57.foxnews.com/static.foxbusiness.com/foxbusiness.com/content/uploads/2024/11/931/523/shopper-grocery-store.jpg/query-dGw9MSZ2ZT0x" alt="" original-src="https://a57.foxnews.com/static.foxbusiness.com/foxbusiness.com/content/uploads/2024/11/931/523/shopper-grocery-store.jpg?ve=1&amp;tl=1"/></p>
<p>A customer shops for groceries at a grocery store on Sept. 10, 2024 in San Rafael, California. (Justin Sullivan/Getty Images / Getty Images)</p>
<div class="lb-trans"><p>2024 年 9 月 10 日，一名顧客在加利福尼亞州聖拉斐爾的一家雜貨店購物。 (賈斯廷·沙利文/蓋蒂圖片社)</p>
</div><p>Despite the ongoing negotiations between President Donald Trump and key trading partners, the uncertainty and volatility that still persists in the market are already forcing most of the survey respondents to &#34;explore a range of personal financial behaviors to protect their pocketbooks,&#34; according to consulting firm McKinsey, which conducted a survey in May to understand how tariffs are shaping consumer concerns and behaviors.</p>
<div class="lb-trans"><p>儘管特朗普總統與主要貿易伙伴之間的談判仍在進行，但市場中仍然存在的不確定性和波動性已經迫使大多數調查受訪者 “探索一系列個人財務行為以保護他們的口袋”，根據諮詢公司麥肯錫在 5 月進行的一項調查，該調查旨在瞭解關税如何影響消費者的擔憂和行為。</p>
</div><p><strong>BUY NOW, PAY LATER USAGE FOR GROCERIES NEARLY DOUBLES AS CONSUMERS STRUGGLE WITH FOOD COSTS</strong></p>
<div class="lb-trans"><p><strong>隨着消費者在食品成本上掙扎，購買後付款的雜貨使用量幾乎翻倍</strong></p>
</div><p>Meanwhile, consumers are simultaneously getting inundated with ads about deals at quick-service restaurants like McDonald's and Taco Bell, according to Galbo.</p>
<div class="lb-trans"><p>與此同時，消費者也同時被關於麥當勞和塔可鍾等快速服務餐廳優惠的廣告淹沒，加爾博説。</p>
</div><p>&#34;The calories you get out of that is higher than what you get on a frozen meal is a lot of it. For an equivalent-ish price, maybe a little bit more, you get a lot more calories relative to what the frozen meal is,&#34; he said, adding that that is the competitive set.</p>
<div class="lb-trans"><p>“從中獲得的卡路里比冷凍餐要多得多。以相似的價格，甚至可能稍微高一點，你可以獲得更多的卡路里，相對於冷凍餐而言，” 他説，並補充道這就是競爭的環境。</p>
</div><p>&#34;If you think about what frozen meals compete against. It's against food at home, it's against quick-service restaurants. And so the value proposition to the consumer isn't what it used to be,&#34; he added.</p>
<div class="lb-trans"><p>“如果你考慮冷凍餐的競爭對象，那就是家庭食品和快速服務餐廳。因此，消費者的價值主張已不如以前，” 他補充道。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://a57.foxnews.com/static.foxbusiness.com/foxbusiness.com/content/uploads/2025/06/931/523/frozen-meals-2.jpg/query-dGw9MSZ2ZT0x" alt="" original-src="https://a57.foxnews.com/static.foxbusiness.com/foxbusiness.com/content/uploads/2025/06/931/523/frozen-meals-2.jpg?ve=1&amp;tl=1"/></p>
<p>A frozen food aisle at an Amazon Fresh grocery store in Schaumburg, Illinois, on Monday, July 24, 2023. (Christopher Dilts/Bloomberg via Getty Images / Getty Images)</p>
<div class="lb-trans"><p>2023 年 7 月 24 日，伊利諾伊州紹姆堡的一家亞馬遜生鮮雜貨店的冷凍食品過道。 (克里斯托弗·迪爾茨/彭博社通過蓋蒂圖片社)</p>
</div><p>For the company to effectively compete, Conagra has been trying to incentivize consumers who remain &#34;stretched&#34; with innovation, and by offering &#34;some low discount, high-quality promotions.&#34;</p>
<div class="lb-trans"><p>為了有效競爭，康尼格拉一直試圖通過創新激勵那些 “緊張” 的消費者，並提供 “一些低折扣、高質量的促銷”。</p>
</div><p>Conagra CEO Sean Connolly told analysts in April that the company has been seeing shifts in behavior for years, &#34;where you've got stretched household balance sheets, you've had value seeking behavior, people seeking trade-offs.&#34;</p>
<div class="lb-trans"><p>康尼格拉首席執行官肖恩·康諾利在 4 月告訴分析師，該公司多年來一直在觀察到行為的變化，“家庭財務狀況緊張，消費者尋求價值，尋找權衡。”</p>
</div><p>&#34;So that's been in place, and it's been everything from the beginning around things like more use of leftovers, things like that. So that has been with us. We invested to kind of overcome some of those challenges,&#34; he added.</p>
<div class="lb-trans"><p>“所以這種情況一直存在，從一開始就包括更多使用剩菜等情況。因此，這一直伴隨着我們。我們投資以克服一些挑戰，” 他補充道。</p>
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<div class="lb-trans"><p><strong>點擊這裏獲取 FOX 商業頻道的移動版</strong></p>
</div><p>Arun Sundaram, senior vice president and equity analyst at CFRA Research, said Conagra's latest lineup of products taps into some key trends, including strong demand for affordable, convenient meals, especially among budget-conscious shoppers.</p>
<div class="lb-trans"><p>CFRA 研究的高級副總裁兼股票分析師阿倫·桑達拉姆表示，康尼格拉最新的產品系列抓住了一些關鍵趨勢，包括對實惠、方便餐點的強烈需求，尤其是在注重預算的消費者中。</p>
</div><table>
<thead>
<tr>
<th>Ticker</th>
<th>Security</th>
<th>Last</th>
<th>Change</th>
<th>Change %</th>
</tr>
</thead>
<tbody>
<tr>
<td>CAG</td>
<td>CONAGRA BRANDS INC.</td>
<td>21.57</td>
<td>-0.70</td>
<td>-3.14%</td>
</tr>
<tr>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
</tbody>
</table>
<div class="lb-trans"><table>
<thead>
<tr>
<th>股票代碼</th>
<th>證券</th>
<th>最新</th>
<th>變動</th>
<th>變動百分比</th>
</tr>
</thead>
<tbody>
<tr>
<td>CAG</td>
<td>康尼格拉品牌公司</td>
<td>21.57</td>
<td>-0.70</td>
<td>-3.14%</td>
</tr>
<tr>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
</tbody>
</table>
</div><p>It is also trying to entice the healthier consumer by &#34;leaning into targeted dietary preferences with more gluten-free, vegan, and vegetarian options,&#34; Sundaram said. In 2024, Conagra was one of the first big food companies to introduce a GLP-1-friendly label on its Healthy Choice line, which is &#34;a smart move, in our view, given surging demand for anti-obesity medications like Ozempic,&#34; Sundaram added.</p>
<div class="lb-trans"><p>桑達拉姆表示，該公司還試圖通過 “針對性地迎合飲食偏好，提供更多無麩質、素食和植物性選項” 來吸引更健康的消費者。在 2024 年，康尼格拉是首批在其健康選擇系列中推出 GLP-1 友好標籤的大型食品公司之一，這在我們看來是一個明智的舉措，因為對抗肥胖藥物如 Ozempic 的需求激增，” 桑達拉姆補充道。</p>
</div><p>While he agreed that frozen meals may not always beat home cooking on price, he noted that the upside is that they &#34;offer solid value, longer shelf life, and can help with portion control and reducing waste.&#34;</p>
<div class="lb-trans"><p>雖然他同意冷凍餐在價格上可能不一定優於家庭烹飪，但他指出其優勢在於它們 “提供了實惠的價值、更長的保質期，並且有助於控制份量和減少浪費。”</p>
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冷凍食品巨頭大膽嘗試以重新贏得美國人的餐桌